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Sponsor portfolioWelfare / HealthEIN 31-1575000

GROTE ENTERPRISES, LLC

5240 LESTER RD. · CINCINNATI, OH 45213
5137315700
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$678K
No prior year
Persons covered
442
No prior year
Total participants
415
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$420K
GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN
Self-funded175 covered·1 carrier
Primary: BERKLEY LIFE AND HEALTH INSURANCE CO
Plan #525$259K
GROTE ENTERPRISES LLC WELFARE BENEFIT PLAN
Fully insured267 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$420K37.3%
Life$149K13.2%
Short-term disability$149K13.2%
Long-term disability$149K13.2%
Other$149K13.2%
Dental$98K8.7%
Vision$12K1.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BERKLEY LIFE AND HEALTH INSURANCE COMPANY
EIN 916034263
SL
$420K61.9%11175
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$149K22.0%11219
SUPERIOR DENTAL CARE
EIN 311119867
D
$98K14.4%11160
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$12K1.8%12267

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCINCINNATI, OHFIDELITY SECURITY LIFE INSURANCE COMPANY, SUPERIOR DENTAL CARE, SUN LIFE ASSURANCE COMPANY OF CANADA, BERKLEY LIFE AND HEALTH INSURANCE CO$42K$2K$44K93.9%2
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADA$0$2K$2K4.1%1
HORAN ASSOCIATES INC.CINCINNATI, OHSUPERIOR DENTAL CARE$442$326$7681.7%1
THREEFLOWCHICAGO, ILFIDELITY SECURITY LIFE INSURANCE COMPANY$152$0$1520.3%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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